Find invoice

The screenshots on this page do not all reflect the new web version yet.

To find an invoice select Tools > Search from the main menu.

Click the Invoice Search tab.

The search can be based on:

  • the invoice number
  • for a bill to company
  • the invoice amount: you can specify minimum and/or maximum amounts
  • This option is useful when you can't find an invoice to match a certain amount, such as a payment.

As with a document search:

  • the search can be narrowed down by date range, team, category and/or office

When you select a result and click Locate this takes you to the case and the invoice you have selected.